Works inside Outlook. No new apps to learn.
Onboard new account managers instantly. No forwarding required.
Stop losing context when accounts change hands. Give new team members immediate access to the complete, chronological history of every client interaction.
No credit card required · 7-day free trial
The Inbox Can’t Hand Off an Account.
When an account changes hands, the outgoing AM forwards a few “key” threads—but the real history is scattered across search results, tickets, and old folders. The new AM starts with fragments, not the full story. Escalations, renewals, and client requests get lost in the gap. You need one place per account: a chronological ledger that any team member can open and follow from day one.
The Current Chaos
MailLedger in Outlook
From: Pat Williams <pwilliams@acme.com>
To: me
Subject: Escalation – Billing dispute, need help
We're disputing the Q4 invoice—line items 4 and 7 don't match what we agreed. Can someone get on a call this week? We need this resolved before renewal.
Pat
No forwarding. No handoff docs. Just share the folder.
Your team keeps using Outlook. MailLedger runs in the background and files every message into the right account folder. Escalations, renewals, and client requests stay in one chronological thread. When someone new takes over an account, share the folder—they get the full history instantly. No digging, no “check your inbox for the thread.”
A complete record of truth for every account.
The Self-Building Account Ledger
Every email tied to an account—client requests, escalations, renewals, handoff notes—is auto-filed into that account’s folder. Your ledger builds itself. New AMs see the full story without chasing threads.
Full Context for Every Escalation & Renewal
When a client escalates or renewal comes up, the folder has the full thread: what was promised, what was resolved, who said what. No more “I think the last AM said…” One place, one timeline—ready for the next conversation or the QBR deck.
Instant Handoff—No Forwarding Required
When an AM leaves or an account is reassigned, share the MailLedger folder. The new AM gets the entire chronological history—no forwarding 50 emails or building a handoff doc. They can click through every thread from day one. Onboarding is instant.
No New Tool to Learn
Everyone stays in Outlook. MailLedger organizes behind the scenes. No training, no new tabs—just connect and go. Account continuity without changing how your team works.
One-Click Export for QBRs & Compliance
Need a time-stamped PDF or CSV for the QBR, leadership, or compliance? Export the full account timeline in one click. Your data stays yours—audit-ready when you need to prove what was said and when.
Built for teams whose timelines matter.
Construction & Procurement
Defend profit margins against unrecorded change orders.
Legal & Compliance
Instant, exportable audit trails for discovery and disputes.
Client Services
Seamless account handoffs. No forwarding required.
Real Estate
One folder per deal. Never lose the thread.
Agencies
One folder per client. Brief to approval in one place.
Enterprise-grade security
We prioritize privacy by design. MailLedger processes message headers to organize your history, but we never store your email bodies. SOC2 compliant, Microsoft verified, and encrypted.
Own the evidence.
Choose Starter for filing and Send & File. Choose Pro when you also need one-click PDF and CSV exports.
Starter
Smart filing for Outlook teams that need the thread in the right folder every time.
- File messages and threads in Outlook
- Send & File for outgoing email
- Folder lookup by project, client, or deal
- Works on Outlook on the web and desktop
Pro
Everything in Starter, plus export-ready evidence when you need to prove what happened.
- Everything in Starter
- One-click PDF exports
- One-click CSV exports
- Best fit for audit-ready mail histories
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